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Copy Across data

tejaswini
Contributor

Copy Across data

Hi

 

I have Costcenters list and user entering data for one cost center in a dashboard and user wants to copy same data to other cost center 

How to do give such option to user in dashboards?

 

Thanks

Tejaswini

 

4 REPLIES 4
rolympia
Certified Master Anaplanner

Re: Copy Across data

We'd definitely need more information, screenshot and blue print of the module would help, but to answer in general terms.

> [EASY] Copy Across/Copy Down: Requires Cost Center to be on either rows or columns. You'd have to teach the user to 1) Right Click-"Show" pertinent Cost Center (copy-from CC and Copy-to CC's), 2) Highlight cells to be copied, and 3) Edit > Copy Across/Copy Down

> [EASY] Classic Control C-Control V: limited of course by number of cells.

> [Effortful] Create a Copy action. Have user input line items to drop down both the copy-from Cost Center and copy-to Cost Center. Prepare a saved view filtering the copy-from Cost Center information, plus the line item with the copy-to Cost Center. Create an import from this saved view to the Input Module.

> [Business Process Improvement] Consider creating profiles with the information needed (same input line items as the input module), but on a different list that is not cost center. Users can then map a Cost Center to a profile and information can be looked-up from the profile

tejaswini
Contributor

Re: Copy Across data

Hi @rolympia 

 

Please find the attachment.

I have Cost centers list on rows and Accounts list on columns.So for one costcenter , selecting driver for each account and need to copy the same data to remaining Costcenters.

Is there any way other than Ctrl C ,Ctrl V?

 

Thanks

Tejaswini

Akhtar.shahbaz
Community Boss

Re: Copy Across data

Hi @tejaswini ,

 

You can try below approach:

 

1. Create one system module for the selection of Cost center

Screenshot_549.png

2. Create one more without Cost center dimension & other dimension with be same as your input module.

Screenshot_550.png

Write a formula pointing to your Input module, here 

INP_Cost Center by Account.SKF Selection[LOOKUP: SYS_ Selection.Cost Center Selection]

 

3. Create a new module which is same as your input module and write a formula pointing to step 2 module.

Screenshot_551.png

Now this is your formula driven module, here I have create one save view to import the data to our Input module by applying one filter cost center <> sys_selection->cost center (even not required, it will override the same data)

4. Create an Import action to transfer the same data to input module.

 

After import:

Screenshot_552.png

 

 

Note: This approach will depend on the size of your input module because we are duplicating one module.

 

Hope this helps

Thanks

Akhtar

 

 

 

AlecWainberg
Certified Master Anaplanner

Re: Copy Across data

I think Akhtar's solution would be the best path forward.
Creating the system module for costcenter selection and using the import functionality should work great.